Argent Wealth Management Inc.
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing financial planning and investment advisory services to clients in Texas and nationwide.
Why might Argent Wealth Management, Inc. be the right advisor for you?:
1. We are Fee-Only and as a Registered Investment Adviser have a Fiduciary Duty to our clients.
2. We offer a range of services (from comprehensive to specific) and fee structures (ongoing or hourly) to meet the varying needs of our clients.
3. We believe the simplest solution that accomplishes the objective is usually best. Unnecessary complexity can be both confusing and detrimental to long term plan success.
4. We invest a lot of time making sure we understand our clients’ needs and that clients understand our recommendations. In doing so we avoid surprises and build trust.
5. We make investment recommendations based on risk tolerance, asset allocation, costs & fees, and tax efficiency (things we can control), not market timing and trying to pick hot stocks / funds (things we can’t control). We recommend that clients hold their accounts at Schwab and mostly use index mutual funds & ETFs to implement their portfolios.
6. We coordinate with clients’ other advisors (tax, insurance, estate, etc.) as appropriate.
7. We communicate frequently with our clients and encourage them to communicate frequently with us.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.